| By Lynnley Browning 3 min read | Beverley Schottenstein steps back into legal combat against her grandsons — two brothers — after a deal to hash out an agreement over their mishandling of her $80 million fell apart. Read story → |
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| | | By Tobias Salinger 3 min read | The PE-backed hybrid RIA is acquiring a practice with nine financial advisors managing $1.46 billion in client assets. Read story → |
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| | | By Cynthia Fernandez, Ryan W. Neal 3 min read | The technology debuted at the annual INSITE conference reveals how the firm is looking to expand market share among advisors and fintechs. Read story → |
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| | | By Jessica Lerner 3 min read | Merrill Lynch, Ameriprise Financial and Hightower Advisors are on the list for the 2021 Digital Wealth Management Impact Innovation Awards. Read story → |
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| | | By Ryan W. Neal 2 min read | The firm’s head of advisors says implementation required significant additions and enhancements. Read story → |
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| | Follow Financial Planning in real time. More ways to get the most trusted industry news and analysis. |
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| | | | | | | | | | | | | | | RESOURCES | | | WEB SEMINAR | | Wednesday, June 16, 2021 12:30 PM EDT | Building a safer ecosystem: Why transparency, controls, and partnerships will drive next era of financial services. Learn More → | | | REPORT | | | Adhering to these seven tips will help you build trust and long-lasting relationships with HNW clients to build a profitable and sustainable business. Learn More → | SPONSOR CONTENT FROM BILL.COM | | | WHITEPAPER | | | Learn why you should consider accounts payable / bill pay automation today for your high-net-worth clients and how it can help you support your clients’ bill pay needs. Download Now → | SPONSOR CONTENT FROM BILL.COM | | | WEB SEMINAR | | Tuesday, June 29, 2021 12:00 PM EDT | 2020 was the year of contactless payments and transactions. To keep up with this contactless way of business, every company and transaction had to undergo a digital transformation. Cash is no longer king and set to be the least common payment method worldwide by 2022. It'll be fascinating to see what the future of payment looks like as the security of digital payments and wallets improves with each passing day. Our speakers will take a closer look at the trends and strategies that will shape the industry in the coming year such as biometric authentication, QR codes, real-time and frictionless payments, NFC-based payment, and AI/machine learning to prevent frauds and booster security. Learn More → | SPONSOR CONTENT FROM | More resources → |
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